Family Services Advisor - Remote

AO Garcia Agency; Fairmont (WV); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Home office

Web presentations

Meaningful work

Flexible schedule

Portfolio continuity

Job summary

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, delivering clear, human communication and trusted guidance.

You will work with a motivated team, receive onboarding and ongoing mentorship, and build a schedule that fits real life while delivering meaningful work for families.

Qualifications

• Clear, human communication required.
• Discipline with minimal supervision.
• Openness to a proven process.

Responsibilities

• Enroll and support clients who asked for guidance.
• Provide remote client service and guidance in financial services.

Skills

Clear communication

Client empathy

Self-motivation

Process adherence

Tools

CRM tools

Job description

Client-facing, fully remote, financial services.

You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal

• 1. Home office. Web presentations.
• 2. Work that matters to families.
• 3. Training and leaders who stay involved.
• 4. A schedule you can build around real life.
• 5. A portfolio you keep serving — not a stack of one-off calls.

Requirements

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just “sales energy”